Analyst

Arrow Search Partners; Stamford (CT); On-site; USD 100,000 - 150,000; Full time

Job summary

A leading asset management firm based in Stamford, CT is seeking an entry-level Analyst. This role supports the firm’s sales efforts, providing ongoing client support and enhancing marketing processes. The ideal candidate has a Bachelor’s degree, and 1-3 years of related experience in IR or finance. Salary range is between $100,000 and $150,000.

Qualifications

• 1-3 years of IR, fund marketing, or financial product sales experience.
• Series 7 required, Series 63 preferred.

Responsibilities

• Field inbound calls/emails from prospective investors.
• Provide on-going support to clients and prospects.
• Lead special projects to enhance marketing materials.
• Assist with onboarding and investment processes.

Skills

Strong written and verbal communications skills

Strong Excel skills

Strong PowerPoint skills

Experience using Salesforce

Interest in digital currencies and blockchain technology

Education

Bachelor’s degree

Job description

About The Company

Our client is a leading asset manager within the digital assets industry that offers a variety of public and private investment products. The Analyst will support the firm’s growing sales and distribution effort and focus on supporting clients.

About The Company

Our client is a leading asset manager within the digital assets industry that offers a variety of public and private investment products. The Analyst will support the firm’s growing sales and distribution effort and focus on supporting clients.

Responsibilities

• Field inbound calls/emails from prospective investors
• Provide on-going support to clients and prospects, answering a wide variety of questions in a timely and accurate manner
• Lead special projects to enhance current marketing materials and processes
• Send marketing materials, offering, and subscription documents to facilitate new investments
• Assist with onboarding and investment processes
• Develop in-depth knowledge of the firm’s private products and investment capabilities
  
  

Requirements

• Bachelor’s degree required
• 1-3 years of IR, fund marketing, or financial product sales experience
• Series 7 required, Series 63 preferred
• Strong written and verbal communications skills
• Strong Excel and PowerPoint skills
• Experience using Salesforce a plus
• Interest in digital currencies and assets, blockchain technology, and related concepts a must
  
  

Salary Range

$100,000-$150,000

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Sales

• Industries

  Staffing and Recruiting

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